Good afternoon, brothers and sisters! Today is the first trading day of A shares in May, the market is currently rising across the board, in fact, it is not surprising, Hong Kong stocks and U.S. stocks all rose sharply during the May Day holiday, our A shares are off to a good start today, Dalong has been heavy before the festival to copy the bottom, at present, Dalong is close to full position, Dalong is optimistic about May A shares to open a new wave of rise to eat meat, come on!
On the plate, Dalong will be bullish on new energy vehicles, smart cars, semiconductor chips, artificial intelligence, brokers, Hong Kong stocks Hang Seng Technology, pharmaceutical and medical innovative drugs, consumer liquor and other sectors in May.
|Fund flow and overseas decline data (as of Dalong's post)
The trading volume was 800 billion, an increase of 5.41% compared with the previous trading day
Foreign capital (northbound funds) inflowed 10.2 billion today
The net inflow of main funds was 650 million
All three major stock indexes rose in the first session of U.S. stock futures
HKKY rose 0.51% today
Hang Seng Technology fell 0.13% today
Vietnam's base rose 1%
BSE 50 up 1.15%
|Analysis of each sector of A-shares and market outlook:
Robot Dalong is bullish in May, the reason is that the adjustment is completed + the policy is favorable, and Dalong continues to be bullish at present. The BSE 50 Dalong does not consider getting on the bus, the Dalong only maintains a rebound and reduces positions, and the BSE 50 will rise, but the amplitude is smaller, and the Dalong himself does not play. Semiconductor chip artificial intelligence computer computing technology short-term near the resistance level, so the market will ink points, and will continue to rise after a few days of shock adjustment, and the overall dragon of the technology sector in May is bullish. New energy vehicle photovoltaic lithium battery energy storage In May, new energy vehicles will rise sharply, and Dalong will continue to take a good position at present. Baijiu only rebounded in the short term, and Dalong continued to hold and wait for the rise. Media, Anime, Games, or Bullish Constant Games. Quantification Dalong continues to lie down and wait for the rise, there is no big market for the time being, the securities are at a low level in the past four years in the short term, although there is no big market for the time being, but there is no big risk, and the big dragon continues to lie down and wait for the rise.
Coal Dalong does not play now, the position is too high, Dalong only considers reducing positions. Pharmaceutical and medical innovative drugs Dalong continues to take a good position and wait for the rise, which is still bullish at present. Hong Kong stocks Hang Seng Technology It doesn't matter whether it rises today, Hong Kong stocks rose 5-6 points during the holiday will be updated today, and it is normal for Hong Kong stocks to fall today, after all, Hong Kong stocks have risen 9 times in a row, and the current Hong Kong stocks Dalong does not consider T for the time being, because although the rebound has been so long, it is still at a historical low. U.S. stocks are not worried, and continue to be optimistic about the rise. Military The short-term position is too high, and Dalong will not move for the time being. Gold and silver will fall for a few days in the short term, and Dalong has all taken profit and cleared positions in front of Dalong, and now Dalong is temporarily wait-and-see.
|Dalong Fund operates today:
There is no operation of the fund today
Today's Deleveraging Plan:
{$China Commercial Stable Double Interest Bond B$} (630107) profit reduction of 10,000
Dalong will say it first, Dalong is not optimistic about the bond base, but Dalong is now full, so remove the position of the bond base to increase the position of equity funds, the bond base can be held for a long time, and friends who still have positions can ignore this action.
Before the holiday, Dalong has basically increased his position, and today's A-shares rose as scheduled, Dalong will wait and see, after all, today's rise is a good start, to prevent a one-day market, Dalong wait-and-see day in addition, the overall May Dalong is optimistic about the rise unchanged, Dalong will increase the position of 30-500,000 in May, optimistic about the overall red meat in May.
Personal Fund Transaction History:
Market outlook |
Dalong does not like to leave and fall around the wind and rain, A-shares now Dalong on a line of thought, optimistic about A-shares in May to open a new wave of rise, Dalong before the rise in the week before the festival has been reminded that A-shares have bottomed out can be copied, and then A-shares are also rising as scheduled, at present, Dalong continues to maintain a low absorption optimistic! Dalong increased his position by 00,000 today and reduced his position by 10,000.
At present, Dalong has a fund position of 2 million, Dalong currently has less than 35 funds, and the follow-up will be reduced to about 20, and Dalong will allocate 1 or 2 in each sector to avoid the tracking inaccuracy caused by the sudden adjustment of the fund. Dalong is not an infinite bullet, there are records of increasing and decreasing positions every day, and he is currently selling for 10,000 yuan.
(Important reminder!) If there is a change in the fund operation, a post notification will be sent before 14:40, remember to read it every day, and don't fall into the heavy operation.) ）
Thank you to the 1688 friends who liked Dalong yesterday, and today we are aiming to like 2888 to see who is the fastest, and we are welcome to exchange our opinions more, cheer together, learn from each other, and wish everyone a new year of investment and more money!